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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,960 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,530 | $102,317-20.3% | $146,958-44.5% | $80,856+0.8% |
| Participation rate | 95.2% | 75.8%+19.4pp | 82.2%+13.1pp | 67.6%+27.6pp |
| Annual return | 15.27% | 134.76%-119.5pp | 418.34%-403.1pp | 35.59%-20.3pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $18,102 | $6,644+172.5% | $8,070+124.3% | $4,296+321.4% |
| Admin fee / account holder | $27 | $7,941-99.7% | $12,998-99.8% | $6,918-99.6% |